WMVYX
ActiveWCM Mid Cap Quality Value Fund
Category: US Equity (9,528 funds)
Expense Ratio
0.65%
Annual Cost per $10K
$65.00
30-Year Fee Drag per $10K
$12,717
at 7% annual return
Fund Type
Mutual Fund
Active
Asset Allocation
US Equity
95%Cash
5%Fee Comparison
WMVYX
0.65%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%39% cheaper than category average
Fee Impact Calculator
$
%
WMVYX at 0.65%$317,026
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$63,587
Cost vs index fund−$60,398
Similar Funds (100)
Ranked by allocation similarity weighted by fund size
| Ticker | Name | ER |
|---|---|---|
| WMVYX | WCM Mid Cap Quality Value Fund | 0.65% |
| FCTDX | Strategic Advisers Fidelity U.S. Total Stock Fund | 0.28% |
| VEXMX | VANGUARD EXTENDED MARKET INDEX FUND | 0.19% |
| IWF | iShares Russell 1000 Growth ETF | 0.18% |
| VWNAX | VANGUARD WINDSOR II FUND | 0.23% |
| VPMAX | VANGUARD PRIMECAP FUND | 0.31% |
| VWUAX | VANGUARD U.S. GROWTH FUND | 0.35% |
| VEIRX | VANGUARD EQUITY INCOME FUND | 0.18% |
| QCGRFX | College Retirement Equities Fund - Growth Account | — |
| TRZBX | T. Rowe Price Blue Chip Growth Fund, Inc. | 0.55% |
| VHCAX | VANGUARD CAPITAL OPPORTUNITY FUND | 0.36% |
| APGZX | AB LARGE CAP GROWTH FUND INC | 0.51% |
| VDIGX | VANGUARD DIVIDEND GROWTH FUND | 0.22% |
| TRJZX | T. Rowe Price Growth Stock Fund, Inc. | 0.51% |
| TCEPX | Nuveen Equity Index Fund | 0.20% |
| WFSPX | iShares S&P 500 Index Fund | 0.22% |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap Fund | 0.81% |
| VISGX | VANGUARD SMALL-CAP GROWTH INDEX FUND | 0.19% |
| COWZ | Pacer US Cash Cows 100 ETF | 0.49% |
| TRLGX | T. Rowe Price Large-Cap Growth Fund | 0.55% |
| VEXRX | VANGUARD EXPLORER FUND | 0.33% |
| TRRCX | T. Rowe Price Retirement 2030 Fund | 0.56% |
| OAZMX | Oakmark Fund | 0.63% |
| PRILX | Parnassus Core Equity Fund$1M min | 0.61% |
| TRHDX | T. Rowe Price Retirement 2040 Fund | 0.43% |
| VWNEX | VANGUARD WINDSOR FUND | 0.26% |
| EGFIX | Edgewood Growth Fund$1M min | 1.00% |
| AULDX | Ultra Fund | 0.54% |
| FUQIX | Fidelity SAI U.S. Quality Index Fund | 0.10% |
| JHQAX | JPMorgan Hedged Equity Fund | 0.82% |
| VHT | VANGUARD HEALTH CARE INDEX FUND | 0.09% |
| VASVX | VANGUARD SELECTED VALUE FUND | 0.42% |
| XLC | The Communication Services Select Sector SPDR Fund | 0.08% |
| DHLAX | DIAMOND HILL LARGE CAP FUND | 0.96% |
| TRDBX | T. Rowe Price Retirement 2020 Fund | 0.37% |
| TREHX | T. Rowe Price Retirement 2025 Fund | 0.38% |
| TRFJX | T. Rowe Price Retirement 2035 Fund | 0.42% |
| PFF | iShares Preferred and Income Securities ETF | 0.45% |
| VGIAX | VANGUARD GROWTH AND INCOME FUND | 0.26% |
| IYW | iShares U.S. Technology ETF | 0.38% |
| OAZLX | Oakmark Select Fund | 0.73% |
| TRIKX | T. Rowe Price Retirement 2045 Fund | 0.44% |
| DVY | iShares Select Dividend ETF | 0.38% |
| JGACX | JPMorgan Growth Advantage Fund | 0.99% |
| IGV | iShares Expanded Tech-Software Sector ETF | 0.39% |
| TRJLX | T. Rowe Price Retirement 2050 Fund | 0.45% |
| IWV | iShares Russell 3000 ETF | 0.20% |
| FGKFX | Fidelity Growth Company K6 Fund | 0.45% |
| VPCCX | VANGUARD PRIMECAP CORE FUND | 0.45% |
| FSMEX | Select Medical Technology and Devices Portfolio | 0.63% |
| PLCGX | LargeCap Growth Fund I | 0.94% |
| AGRDX | Growth Fund | 0.54% |
| GTENX | Gateway Fund | 0.65% |
| OEICX | JPMorgan Equity Index Fund | 0.45% |
| MLRSX | NYLI Winslow Large Cap Growth Fund | 0.62% |
| DCZRX | Macquarie Small Cap Core Fund | 0.68% |
| PLSAX | LargeCap S&P 500 Index Fund | 0.39% |
| VFH | VANGUARD FINANCIALS INDEX FUND | 0.09% |
| FLMVX | JPMorgan Mid Cap Value Fund | 1.09% |
| ITA | iShares U.S. Aerospace & Defense ETF | 0.38% |
| JAGMX | 500 Index Trust | 0.25% |
| MOAT | VanEck Morningstar Wide Moat ETF | 0.47% |
| IWS | iShares Russell Mid-Cap Value ETF | 0.23% |
| TRIRX | Nuveen Large Cap Growth Index Fund | 0.30% |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 0.07% |
| CIVVX | CAUSEWAY INTERNATIONAL VALUE FUND | 1.10% |
| DFREX | DFA REAL ESTATE SECURITIES PORTFOLIO$1M min | 0.18% |
| PRF | Invesco RAFI US 1000 ETF | 0.34% |
| CREFX | Cohen & Steers Real Estate Securities Fund | 0.75% |
| FBLEX | Fidelity Series Stock Selector Large Cap Value Fund | 0.00% |
| PCUZX | T. Rowe Price U.S. Equity Research Fund | 0.33% |
| JDEAX | JPMorgan U.S. Research Enhanced Equity Fund | 0.60% |
| TRJMX | T. Rowe Price Retirement 2055 Fund | 0.46% |
| IJS | iShares S&P Small-Cap 600 Value ETF | 0.18% |
| CIPMX | Champlain MidCap Fund | 1.09% |
| JGAQX | JPMorgan Value Advantage Fund | 0.99% |
| TSNIX | T. Rowe Price Science & Technology Fund, Inc. | 0.67% |
| TRCVX | Nuveen Large Cap Value Index Fund | 0.30% |
| TRSPX | Nuveen S&P 500 Index Fund | 0.30% |
| HAITX | HARTFORD CORE EQUITY FUND | 0.36% |
| FSRPX | Select Retailing Portfolio | 0.64% |
| CSRIX | Cohen & Steers Institutional Realty Shares$1M min | 0.75% |
| PRUQX | PGIM Jennison Utility Fund | 0.49% |
| TRPUX | T. Rowe Price Retirement 2010 Fund | 0.34% |
| DVZRX | Macquarie Small Cap Value Fund | 0.70% |
| LMESX | ClearBridge Appreciation Fund | 0.56% |
| SUWAX | DWS Core Equity Fund | 0.83% |
| RWL | Invesco S&P 500 Revenue ETF | 0.39% |
| TRUBX | T. Rowe Price Retirement 2015 Fund | 0.35% |
| TSCSX | THRIVENT SMALL CAP STOCK FUND | 0.78% |
| SPIAX | Invesco S&P 500 Index Fund | 0.54% |
| HAGIX | Carillon Eagle Mid Cap Growth Fund$1M min | 0.72% |
| CSJFX | Cohen & Steers Realty Shares | 0.80% |
| PTLC | Pacer Trendpilot US Large Cap ETF | 0.60% |
| UANQX | Victory Nasdaq-100 Index Fund | 0.43% |
| JAIZX | Managed Volatility Growth Portfolio | 0.77% |
| FMGGX | Franklin Small-Mid Cap Growth Fund | 0.84% |
| STFAX | State Street Equity 500 Index Fund | 0.17% |
| IGRFX | Macquarie Mid Cap Growth Fund | 0.68% |
| OWACX | Old Westbury All Cap Core Fund | 0.96% |
| SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 0.30% |
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